VBWMG
Von Berge Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
48,351
+1,149
| +2% | +$281K | 6.65% | 4 |
|
|
2025
Q1 | $10.2M | Buy |
47,202
+253
| +0.5% | +$54.5K | 6.56% | 4 |
|
|
2024
Q4 | $11.8M | Buy |
46,949
+458
| +1% | +$115K | 7.16% | 4 |
|
|
2024
Q3 | $11.7M | Sell |
46,491
-2,401
| -5% | -$602K | 7.21% | 4 |
|
|
2024
Q2 | $10.6M | Sell |
48,892
-633
| -1% | -$137K | 6.72% | 4 |
|
|
2024
Q1 | $11.3M | Buy |
49,525
+7,543
| +18% | +$1.72M | 7.28% | 4 |
|
|
2023
Q4 | $8.71M | Sell |
41,982
-1,402
| -3% | -$291K | 6.69% | 5 |
|
|
2023
Q3 | $8.2M | Buy |
43,384
+922
| +2% | +$174K | 7% | 3 |
|
|
2023
Q2 | $8.45M | Buy |
42,462
+1,523
| +4% | +$303K | 6.99% | 3 |
|
|
2023
Q1 | $7.76M | Buy |
40,939
+124
| +0.3% | +$23.5K | 6.93% | 4 |
|
|
2022
Q4 | $8.16M | Buy |
40,815
+1,213
| +3% | +$242K | 7.34% | 4 |
|
|
2022
Q3 | $6.91M | Buy |
39,602
+563
| +1% | +$98.3K | 7.35% | 4 |
|
|
2022
Q2 | $6.94M | Sell |
39,039
-222
| -0.6% | -$39.5K | 7.21% | 4 |
|
|
2022
Q1 | $8.16M | Buy |
39,261
+1,353
| +4% | +$281K | 7.43% | 4 |
|
|
2021
Q4 | $7.89M | Buy |
+37,908
| New | +$7.89M | 7.28% | 4 |
|